Case Study: Horicon Bank achieves workflow agility and time savings with Finastra’s Fusion Phoenix and Preferred Active Support

Horicon Bank improves workflow agility with Fusion Phoenix and Preferred Active Support

Horicon Bank, a community bank founded in 1896 with 18 branches and over US$1.5 billion in assets, needed to improve workflow agility, eliminate manual tasks, and better meet regulatory requirements—particularly by streamlining time-consuming, spreadsheet-based tax reporting. Horicon has been a Finastra customer for over 20 years and turned to Finastra’s cloud-based core Fusion Phoenix (hosted on Microsoft Azure) and the Preferred Active Support service to address these challenges.

Finastra delivered Fusion Phoenix’s data analytics and automated querying capabilities together with its Preferred Active Support engagement, replacing manual spreadsheet processes with real-time, automated reporting. The implementation produced measurable results for Horicon Bank: significant time savings on tax reporting, clear efficiency gains, reduced operational risk, and improved ability to meet regulatory requirements—outcomes enabled by Finastra’s solution and support.

Horicon Bank

Cassie Voight

Vice President of Operations